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Institutional Holdings

← SEC Filings

Funds Activity Sectors Common Holdings

13F filings are submitted 45 days after quarter-end, meaning holdings shown here can be up to 135 days old. Positions may have changed significantly since filing. Use as a directional signal, not a current snapshot.

Financial Connections Group, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$43M

VANGUARD WORLD FD$19M

DIMENSIONAL ETF TRUST$17M

J P MORGAN EXCHANGE TRADED F$16M

VANGUARD INDEX FDS$14M

Marnell Management LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$85M

ISHARES TRPut$20M

INVESCO QQQ TRPut$17M

TERAWULF INC$10M

STAR BULK CARRIERS CORP.$10M

Horizon Investment Services, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$19M

VANGUARD SCOTTSDALE FDS$16M

ALPHABET INC$13M

LAM RESEARCH CORP$12M

BROADCOM INC$9M

Forza Wealth Management, LLC

Next filing ≈ Aug 14, 2026

ISHARES GOLD TR$17M

DIMENSIONAL ETF TRUST$12M

INVESCO EXCHANGE TRADED FD T$9M

VANGUARD BD INDEX FDS$9M

DIMENSIONAL ETF TRUST$7M

LAZARI CAPITAL MANAGEMENT, INC.

Next filing ≈ Aug 14, 2026

META PLATFORMS INC$18M

NVIDIA CORPORATION$16M

AMAZON COM INC$15M

ALPHABET INC$15M

PSquared Asset Management AG

Next filing ≈ Aug 14, 2026

WARNER BROS DISCOVERY INC$46M

IHS HOLDING LIMITED$36M

SOLARIS RES INC$35M

HOLOGIC INC$31M

NORFOLK SOUTHN CORP$28M

ENCOMPASS WEALTH ADVISORS, LLC

Next filing ≈ Aug 14, 2026

WEALTH MANAGEMENT RESOURCES, INC.

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$33M

FIDELITY MERRIMACK STR TR$30M

SCHWAB STRATEGIC TR$28M

SCHWAB STRATEGIC TR$27M

Extract Advisors LLC

Next filing ≈ Aug 14, 2026

ROYAL GOLD INC$31M

COEUR MNG INCCall$27M

STATE STR SPDR S&P 500 ETF TPut$26M

B2GOLD CORPCall$21M

ELEMENTAL RTY CORP$21M

BARRETT & COMPANY, INC.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$31M

NVIDIA CORPORATION$11M

GoodHaven Capital Management, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$59M

ALPHABET INC$37M

DEVON ENERGY CORP NEW$23M

BANK AMERICA CORP$21M

JEFFERIES FINANCIAL GROUP IN$18M

IAMS WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$15M

STATE STR SPDR S&P 500 ETF T$12M

SPDR SERIES TRUST$8M

FIRST TR EXCHNG TRADED FD VI$7M

FIRST TR EXCHANGE-TRADED FD$6M

Shira Ridge Wealth Management

Next filing ≈ Nov 14, 2026

DIMENSIONAL ETF TRUST$29M

BLACKROCK ETF TRUST$19M

DIMENSIONAL ETF TRUST$14M

AVAII WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

CAPITAL GROUP DIVIDEND VALUE$28M

FIRST TR EXCHANGE TRADED FD$17M

J P MORGAN EXCHANGE TRADED F$12M

ISHARES GOLD TR$11M

AAFMAA Wealth Management & Trust LLC

Next filing ≈ Nov 14, 2026

VANGUARD SCOTTSDALE FDS$21M

SELECT SECTOR SPDR TR$16M

SPDR S&P 500 ETF TR$15M

SELECT SECTOR SPDR TR$14M

Mayfair Advisory Group, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$22M

FIDELITY COVINGTON TRUST$19M

VANGUARD INDEX FDS$18M

FIDELITY COVINGTON TRUST$14M

FIDELITY COVINGTON TRUST$11M

Investment Research & Advisory Group, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD S&P 500 ETF$69M

ALPHABET INC CLASS CLASS A$12M

NVIDIA CORP$12M

AMAZON.COM INC$9M

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$60M

INVESCO QQQ TR$34M

Mills Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$40M

VANGUARD MALVERN FDS$35M

VANGUARD MUN BD FDS$30M

DIMENSIONAL ETF TRUST$19M

DIMENSIONAL ETF TRUST$18M

Argentarii, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$23M

ALPHABET INC$15M

MICROSOFT CORP$13M

JPMORGAN CHASE & CO$9M

Muzinich & Co., Inc.

Next filing ≈ Aug 14, 2026

ARES CAPITAL CORP$40M

BLACKSTONE SECD LENDING FD$28M

BLUE OWL CAPITAL CORPORATION$27M

MAIN STR CAP CORP$26M

GOLUB CAP BDC INC$25M

44 WEALTH MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$15M

JPMORGAN CHASE & CO$5M

JOHNSON & JOHNSON$5M

HS Management Partners, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC CL C$21M

AMAZON.COM INC$20M

NETFLIX INC$20M

DICKS SPORTING GOODS INC$17M

META PLATFORMS INC - CL A$17M

Sinvest Investments II Ltd.

Next filing ≈ Aug 14, 2026

ON HLDG AG$286M

Leisure Capital Management

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$15M

HARBOR ETF TRUST$13M

SABRA HEALTH CARE REIT INC$13M

GMO ETF TRUST$9M

Owls Nest Partners IA, LLC

Next filing ≈ Aug 14, 2026

BANCORP INC DEL$59M

ENSIGN GROUP INC$45M

ADVANCED DRAIN SYS INC DEL$36M

TECNOGLASS INC$36M

MOSELEY INVESTMENT MANAGEMENT INC

Next filing ≈ Aug 14, 2026

ALPHABET INC$12M

BERKSHIRE HATHAWAY INC DEL$10M

Next filing ≈ Aug 14, 2026

ALPHABET INC$31M

AMAZON COM INC$16M

ORACLE CORP$15M

COSTCO WHOLESALE CORPORATION$10M

4481–4508 of 7980 funds

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Source: SEC EDGAR 13F-HR filings. Data reflects the most recent quarterly report per fund.